Purchases and Sales Made in Q2 2025 in Nuveen Select Tax Free Income Portfolio (NXP)
This table provides information about the institutional ownership of Nuveen Select Tax Free Income Portfolio (NXP) during Q2 2025. The information is specifically focused on institutions that hold shares of NUVEEN SELECT TAX FREE INCOME PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
193K+ 30.64% |
$2.63M - $2.78M
|
823K
$11.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
49.7KNew |
$678K - $716K
|
49.7K
$719K
|
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28.1KNew |
$383K - $405K
|
28.1K
$406K
|
|
|
Aug 14, 2025
Q2 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
24.6KNew |
$335K - $354K
|
24.6K
$356K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.4K+ 76.25% |
$306K - $323K
|
51.9K
$750K
|
|
|
Aug 14, 2025
Q2 2025
|
Glenmede Investment Management, LP
Philadelphia, PA |
BUY
|
- |
22.2KNew |
$303K - $320K
|
22.2K
$321K
|
|
|
Aug 13, 2025
Q2 2025
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
16.5KNew |
$225K - $238K
|
16.5K
$239K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6KNew |
$185K - $195K
|
13.6K
$196K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
10.9KNew |
$148K - $156K
|
10.9K
$157K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 10.66% |
$143K - $151K
|
109K
$1.57M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10KNew |
$136K - $144K
|
10K
$145K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
BUY
|
- |
10KNew |
$136K - $144K
|
10K
$145K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
7.43K+ 20.86% |
$101K - $107K
|
43K
$622K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.21K+ 1.18% |
$71K - $75K
|
447K
$6.46M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.99K+ 3.26% |
$68K - $71.9K
|
158K
$2.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.91K+ 83.79% |
$67K - $70.7K
|
10.8K
$156K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.53K+ 16.75% |
$61.7K - $65.2K
|
31.6K
$457K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.02KNew |
$54.8K - $57.9K
|
4.02K
$58.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Van Eck Associates Corp
|
BUY
|
- |
3.77K+ 2.08% |
$51.4K - $54.3K
|
185K
$2.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
3.32KNew |
$45.2K - $47.8K
|
3.32K
$47.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.09K+ 16.45% |
$42.2K - $44.5K
|
21.9K
$317K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.84K+ 1.12% |
$38.7K - $40.9K
|
257K
$3.72M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.25K+ 3.65% |
$30.7K - $32.4K
|
63.8K
$923K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.02K+ 1.03% |
$27.5K - $29.1K
|
198K
$2.86M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.91K+ 0.89% |
$26K - $27.5K
|
216K
$3.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.73K+ 14.58% |
$23.6K - $25K
|
13.6K
$197K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.72K+ 16.42% |
$23.4K - $24.7K
|
12.2K
$176K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.53K+ 3.83% |
$20.9K - $22K
|
41.5K
$600K
|
|
|
Aug 04, 2025
Q2 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
1.32K+ 10.54% |
$17.9K - $18.9K
|
13.8K
$199K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
570+ 200.0% |
$7.77K - $8.21K
|
855
$12.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
500+ 1.98% |
$6.82K - $7.2K
|
25.7K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
BUY
|
- |
500+ 0.1% |
$6.82K - $7.2K
|
508K
$7.35M
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
317New |
$4.32K - $4.56K
|
317
$4.58K
|
|
|
Jul 16, 2025
Q2 2025
|
Midwest Heritage Bank, Fsb
|
BUY
|
- |
126+ 1.11% |
$1.72K - $1.81K
|
11.5K
$166K
|
|
|
Aug 14, 2025
Q2 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
107+ 1.1% |
$1.46K - $1.54K
|
9.81K
$142K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
100+ 0.17% |
$1.36K - $1.44K
|
58.8K
$850K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
79+ 0.6% |
$1.08K - $1.14K
|
13.2K
$191K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
55New |
$750 - $792
|
55
$795
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
54+ 0.45% |
$736 - $778
|
12.1K
$176K
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
20+ 0.1% |
$273 - $288
|
20.1K
$290K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-70- 0.61% |
$954 - $1.01K
|
11.4K
$164K
|
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-379- 2.1% |
$5.17K - $5.46K
|
17.7K
$256K
|
|
|
Jul 22, 2025
Q2 2025
|
Visionary Horizons, LLC
Knoxville, TN |
SELL
|
- |
-1.02K- 6.16% |
$13.9K - $14.7K
|
15.6K
$225K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.15K- 21.27% |
$15.7K - $16.6K
|
4.26K
$61.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-1.24K- 2.47% |
$16.8K - $17.8K
|
48.8K
$705K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.26K- 41.47% |
$17.2K - $18.1K
|
1.78K
$25.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.45K- 5.14% |
$19.7K - $20.8K
|
26.7K
$386K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.56K- 4.29% |
$21.3K - $22.5K
|
34.8K
$503K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 7.16% |
$31K - $32.7K
|
29.4K
$426K
|